PROVIDERS & PARTNERS

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Key Experience​ &  Areas of Expertise

• Management Consulting ten years and member of the Board of Directors, 

• Operating model for strategy implementation, organization design, post-merger integration (PMI), change management, and transformation.

• Organization Design 

• Cost Management ​

• Technology, Media, and Telecommunications

• Culture and Change Management 

• Post-Merger Integration 

• People Strategy 

• Business Resilience

• Private Equity experience

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Key Experience​ &  Areas of Expertise

• Executive Placement & Onboarding

• Finance Team building & Retention

• Performance management

• Employee and labor relations

• Compliance and risk management

• HRIS and data management

• Workforce planning and reporting

• HR & Compliance audits

• Training and development

• Succession planning

• VP of Human Resources at Fortune 1000 company and experience with some of the largest finance recruiting companies in North America.

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Key Experience​ &  Areas of Expertise

• Fractional Strategic CFO advisory services

• CFO experience with multinationals up to $250 million revenue.

• Real Estate holding company's with over $100 million in portfolio assets.

• Financial Planning & Analysis (FP&A)

• Consolidations, Internal Controls & creditor covenant compliance.

• Big Four Audit experience

• Private Equity experience

• Raising capital and working with investment banks.

• Audits, Reviews and Consolidations​

• Board of Director and Executive committee experience.

• ​Diligence and risk assessment

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Key Experience​ &  Areas of Expertise

• Fractional Strategic CFO advisory services

• CFO experience with multinationals up to $250 million revenue.

• SAAS company's with over $100 million in revenue.

• Financial Planning & Analysis (FP&A)

• Consolidations, Internal Controls & creditor covenant compliance.

• Big Four Audit experience

• Private Equity experience

• Raising capital and working with investment banks.

• Audits, Reviews and Consolidations​

• Board of Director and Executive committee experience.

• ​Diligence and risk assessment

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Key Experience​ &  Areas of Expertise

• Fractional Strategic CFO advisory services

• CFO experience with fortune 2500 and up to $250 million revenue.

• Construction company's with over $100 million in revenue.

• Financial Planning & Analysis (FP&A)

• Consolidations, Internal Controls & creditor covenant compliance.

• Big Four Audit experience

• Private Equity experience

• Raising capital and working with investment banks.

• Audits, Reviews and Consolidations​

• Board of Director and Executive committee experience.

• ​Diligence and risk assessment

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Key Experience​ &  Areas of Expertise

• Fractional Strategic CFO advisory services

• CFO experience with Healthcare facilities up to $100 million revenue.

• Services Industry experience with over $100 million in revenue.

• Financial Planning & Analysis (FP&A)

• Consolidations, Internal Controls & creditor covenant compliance.

• Big Four Audit experience

• Private Equity experience

• Raising capital and working with investment banks.

• Audits, Reviews and Consolidations​

• Board of Director and Executive committee experience.

• ​Diligence and risk assessment

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Key Experience​ &  Areas of Expertise

• Fractional Strategic CFO advisory including contingent & interim services

• Global CFO &/or Controller experience at North American subsidiaries of multinationals up to $150 million revenue and closely held private companies.

• Start-up Fractional CFO; Redesign of accounting systems & controls

• Financial Audits, Reviews. State and local tax issues.

• Consolidations & creditor covenant compliance.

• Operational Finance, Financial Planning & Analysis (FP&A) & Forecasting

• Manufacturing, Construction/Real Estate & E-Commerce industry experience

• Tax planning, Preparation, contract review & negotiations

• Workers Compensation & Insurance Audits and ERP Implementation

• Big Four Audit experience

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Key Experience​ &  Areas of Expertise

• Fractional Strategic CFO advisory services

• Controller experience at privately held corporations up to $50 million revenue and hotels.

• Start-up Fractional CFO; designing of accounting systems & internal controls

• Financial Audits, Reviews. 

• Consolidations & creditor covenant compliance.

• Financial Planning & Analysis (FP&A) & Forecasting

• Retail, Professional services & E-Commerce industry experience

• Tax planning

• Workers Compensation & Insurance Audits

• Fortune 1000 Internal Audit experience

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Key Experience​ &  Areas of Expertise​

• Fractional Strategic CFO advisory services

• Controller experience at privately held corporations up to $50 million revenue and primarily in the food & consumer goods manufacturing.

• Start-up Fractional CFO; designing of accounting systems & internal controls

• Financial Audits, Reviews. 

• Consolidations & creditor covenant compliance.

• Financial Planning & Analysis (FP&A) & Forecasting

• Food, consumer goods manufacturing & industry experience

• Tax planning & Preparation

• Workers Compensation & Insurance Audits and ERP Implementation

•  Internal Audit experience

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Key Experience​ &  Areas of Expertise​

• Fractional Strategic CFO advisory services

• Controller experience at private corporations up to $50 million revenue including restaurant groups, automotive and logistics.

• Start-up Fractional CFO; designing of accounting systems & internal controls

• Financial Audits, Reviews. 

• Consolidations & creditor covenant compliance.

• Financial Planning & Analysis (FP&A) & Forecasting

• Restaurant groups, automotive and logistics industry experience

• Tax planning

• Workers Compensation & Insurance Audits

• Lean six sigma

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Key Experience​ &  Areas of Expertise

• Fractional Strategic CFO advisory services

• Controller experience at privately held contractors with up to $100 million revenue and closely held private companies.

• Start-up Fractional CFO; design of accounting systems & internal controls

• Financial Audits, Reviews. 

• Consolidations & creditor covenant compliance.

• Plant Finance, Financial Planning & Analysis (FP&A) & Forecasting

• Mining, Oil and Gas industry experience

• Tax planning

• Industry Expert

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Key Experience​ &  Areas of Expertise

• Fractional Strategic CFO advisory services

• CFO experience at trucking and logistics company with $100 million revenue.

• Start-up Fractional CFO 

• Financial Audits, Reviews. 

• Consolidations, Internal Controls & creditor covenant compliance.

• Financial Planning & Analysis (FP&A)

• Supply Chain, Transportation and Logistics industry focus

• Tax planning

• Workers Compensation & Insurance Audits

• Big Four Audit experience

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Key Experience​ &  Areas of Expertise​

• Strategic advisory: Providing high-level advice on mergers, acquisitions, divestitures, joint ventures, and strategic partnerships. 

• Due diligence and negotiation

• Transaction tax services: Advising on the tax implications of a transaction

• Integration planning: Creating detailed plans for integrating new systems, processes, and people after a merger.

• Separation and carve-out planning: Developing plans for separating a business unit when assets are being sold or spun off.
  Divestiture and disposal: Managing the process of selling a part of the business.

• ​Fairness opinions: Providing an independent opinion on whether the terms of a proposed transaction are fair from a financial point of view.

• ​Diligence and risk assessment​

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Key Experience​ &  Areas of Expertise

• Experienced in providing  strategic IT guidance, best practices, and technology roadmaps to support decision-making. Experienced in expert consulting, and tailored training to strengthen in-house IT capabilities.

• Secure technology implementation, cloud and infrastructure audits

• IT Audit & Assessment

• Post Mergers Integration and Acquisition Support​ Services

• ERP Implementation Support

• Contract Services  

•  Large-scale IT transformations, delivering secure, high-performance environments.

• Infrastructure projects, including new office setups, infrastructure refreshes, and managed distributed networks.​